LFWA
EZM icon

LBJ Family Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

LBJ Family Wealth Advisors’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$790K Buy
10,471
+25
+0.2% +$1.81K 0.4% 20
2026
Q1 		$684K Buy
10,446
+21
+0.2% +$1.45K 0.4% 20
2025
Q4 		$696K Sell
10,425
-399
-4% -$26.4K 0.38% 20
2025
Q3 		$713K Buy
10,824
+29
+0.3% +$1.87K 0.39% 20
2025
Q2 		$667K Buy
10,795
+34
+0.3% +$2K 0.39% 20
2025
Q1 		$641K Buy
10,761
+25
+0.2% +$1.56K 0.41% 21
2024
Q4 		$671K Buy
10,736
+27
+0.3% +$1.73K 0.4% 21
2024
Q3 		$668K Buy
10,709
+23
+0.2% +$1.38K 0.4% 21
2024
Q2 		$618K Buy
10,686
+27
+0.3% +$1.58K 0.39% 21
2024
Q1 		$650K Buy
10,659
+24
+0.2% +$1.38K 0.41% 20
2023
Q4 		$610K Buy
10,635
+31
+0.3% +$1.6K 0.42% 20
2023
Q3 		$538K Buy
10,604
+29
+0.3% +$1.54K 0.4% 21
2023
Q2 		$560K Buy
10,575
+29
+0.3% +$1.44K 0.39% 22
2023
Q1 		$525K Buy
10,546
+27
+0.3% +$1.39K 0.37% 22
2022
Q4 		$511K Buy
10,519
+52
+0.5% +$2.53K 0.38% 21
2022
Q3 		$460K Buy
10,467
+45
+0.4% +$2.19K 0.37% 20
2022
Q2 		$479K Buy
10,422
+40
+0.4% +$2.03K 0.36% 19
2022
Q1 		$551K Sell
10,382
-196
-2% -$10.6K 0.35% 19
2021
Q4 		$595K Buy
10,578
+84
+0.8% +$4.62K 0.35% 20
2021
Q3 		$549K Hold
10,494
– – 0.33% 20
2021
Q2 		$550K Buy
10,494
+31
+0.3% +$1.64K 0.33% 20
2021
Q1 		$532K Buy
10,463
+5
+0% +$240 0.34% 20
2020
Q4 		$454K Buy
10,458
+73
+0.7% +$2.9K 0.3% 19
2020
Q3 		$355K Buy
10,385
+43
+0.4% +$1.48K 0.27% 18
2020
Q2 		$337K Buy
10,342
+37
+0.4% +$1.13K 0.27% 18
2020
Q1 		$272K Buy
10,305
+64
+0.6% +$2.37K 0.26% 18
2019
Q4 		$428K Buy
10,241
+43
+0.4% +$1.75K 0.3% 18
2019
Q3 		$402K Buy
10,198
+47
+0.5% +$1.84K 0.3% 18
2019
Q2 		$402K Buy
10,151
+32
+0.3% +$1.27K 0.3% 19
2019
Q1 		$398K Buy
10,119
+21
+0.2% +$812 0.22% 19
2018
Q4 		$346K Buy
+10,098
New +$380K 0.3% 19

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

LBJ Family Wealth Advisors's EZM Position: Q2 2026 in Review

LBJ Family Wealth Advisors increased its WisdomTree US MidCap Fund (EZM) stake by 0.24% in Q2 2026, buying an estimated $1.81K and bringing the position to 10,471 shares worth $790K. The position accounts for 0.4% of the portfolio, ranked #20.

LBJ Family Wealth Advisors first reported a position in EZM in Q4 2018 and has held it in 31 quarters since. 76 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • LBJ Family Wealth Advisors held 10,471 shares of WisdomTree US MidCap Fund worth $790K as of Q2 2026.
  • LBJ Family Wealth Advisors bought 25 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $1.81K.
  • WisdomTree US MidCap Fund made up 0.4% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • LBJ Family Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2018 and has held it in 31 quarters since.
  • 76 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.